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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
4726
Sage Investment Advisers
New York
$2.46M +$2.43M +9,067 New
FFG
4727
Fortress Financial Group
Minnesota
$2.46M -$22K -82 -0.9%
WFS
4728
WealthGarden F.S.
California
$2.46M -$32.8K -122 -1%
PPWM
4729
Premier Private Wealth Management
Florida
$2.46M +$2.44M +9,107 New
EWS
4730
Eagle Wealth Strategies
New Jersey
$2.45M -$15K -56 -0.6%
NMCM
4731
Nicholson Meyer Capital Management
Missouri
$2.45M -$261K -974 -10%
BWM
4732
Base Wealth Management
Florida
$2.45M -$22.6K -84 -0.9%
PFC
4733
Phocas Financial Corp
California
$2.45M -$24.7K -92 -1%
FFWA
4734
Forthright Family Wealth Advisory
Texas
$2.44M -$293K -1,090 -11%
CCM
4735
Corsair Capital Management
New York
$2.44M – – –
WFP
4736
Welch Financial Planning
Colorado
$2.44M +$2.41M +8,968 New
BA
4737
Brightwater Advisory
Florida
$2.44M -$265K -987 -10%
FIC
4738
Family Investment Center
Missouri
$2.44M +$138K +514 +6%
DK
4739
David Kennon
Florida
$2.43M -$6.44K -24 -0.3%
AI
4740
Axecap Investments
Ohio
$2.43M -$118K -441 -5%
AWA
4741
AmeriServ Wealth Advisors
Pennsylvania
$2.43M -$99.6K -371 -4%
CC
4742
Climber Capital
Switzerland
$2.43M +$2.4M +8,942 New
JWM
4743
Johnson Wealth Management
North Dakota
$2.43M +$85.1K +317 +4%
EAM
4744
Everstar Asset Management
North Carolina
$2.43M +$1.23M +4,567 +105%
GFL
4745
Granite FO LLC
New Hampshire
$2.42M -$11.5K -43 -0.5%
SI
4746
Symmetry Investments
Jersey
$2.42M -$7.28M -27,101 -75%
TCM
4747
Tran Capital Management
California
$2.42M +$34.4K +128 +1%
BW
4748
Balance Wealth
Ohio
$2.42M -$114K -423 -5%
VFG
4749
Valley Financial Group
Pennsylvania
$2.42M +$1.13M +4,201 +89%
ITG
4750
Index Technologies Group
New York
$2.42M +$2.39M +8,894 New
188 189
190
191 192